+898.5%
BSX vs APH
+147,161.6%
-146,263.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.1% | -8.4% | -5.3% |
| 7D | +1.8% | -5.9% | +7.8% | +3.1% |
| 30D | +2.8% | -14.8% | +17.6% | +6.4% |
| 3M | -13.3% | -12.4% | -0.9% | -11.2% |
| 6M | -23.7% | +8.1% | -31.7% | -27.0% |
| YTD | -55.2% | +10.9% | -66.1% | -57.8% |
| 1Y | -56.8% | +8.8% | -65.6% | -59.3% |
| 3Y | -19.0% | +262.1% | -281.1% | -46.0% |
| 5Y | -0.9% | +283.1% | -284.1% | -35.3% |
| 10Y | +98.3% | +908.1% | -809.8% | +2.2% |
| All | +898.5% | +147,161.6% | -146,263.0% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling